GE Vernova Inc. (GEV) Presents at Bank of America Global Industrials Conference 2026 Transcript

Company Overview - GE Vernova spun out from General Electric in April 2024, generating approximately 25% of the world's electricity daily through its equipment [3] - The company has a significant services business, with about 45% of its revenue coming from services, supported by a substantial installed base and a services backlog of $85 billion [4] Business Segments - The largest segment is the power business, which currently consists of about two-thirds services and one-third equipment, with expectations for exponential growth in equipment capacity in the coming years [4] - The power business includes a focus on gas power and small modular reactor products, indicating a strategic interest in nuclear energy [4]